Proposed modifications to Hermes
"Jason M. Felice" <[email protected]> Sun, 19 Dec 2004 20:24:34 -0500
| Newsgroups | gmane.comp.horde.hermes |
|---|---|
| Message-ID | <[email protected]> |
I've been requested to make a few modifications to Hermes to support our company better, and just want to post them here for comment before I begin. There are two primary business requirements: 1) The ability to track time to project deliverables. 2) Reduce time involved in creating invoices. The proposed modifications are: 1) Addition of a administrative screen for maintaining projects (per client) and deliverables (per project). 2) Addition of a screen to browse, view and reopen "Invoicing Reports" (see below) 3) Addition of a management "Invoicing Worksheet" screen which would: 3a) Copy all submitted time to line items on the screen. Line items would be backed by a different table than timeslices so that we have record of actual time worked versus time billed. 3b) Allow the manager to add, delete, and edit invoice line items. 3c) Allow the manager to check off individual line items and merge them. This would total the hours, concatenate the notes, and consolodate the dates into a range. 3d) Allow the manager to enter billing rates or line amounts for each line. 3e) Allow the manager to "finalize" or "close" the worksheet when finished. (It then becomes a "report".) 4) Addition of a function to export an invoicing report to a QuickBooks import file. I'm looking for feedback on this way of doing things. I'm open to better ideas and would be willing to implement equivalent ways which serve more people's needs. On the project/deliverable piece, projects and deliverables will not be required. I'd considered integrating with Thor, but after some internal debate, I decided that I'm open to providing a driver to use Thor's objects, but I don't want to require a dependency on Thor just yet, especially because our requirements are very, very light (we only need project names and deliverable names). -- Jason M. Felice Cronosys, LLC <http://www.cronosys.com/> 216.221.4600 x302 -- hermes mailing list - Join the hunt: http://horde.org/bounties/#hermes Frequently Asked Questions: http://horde.org/faq/ To unsubscribe, mail: [email protected]